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How to use the report builder

Updated over a week ago

In this article, you’ll learn how to use the Report Builder in Amenitiz to generate tailored reports on bookings, revenue, or guests. Perfect if you want full control over your data without exporting to Excel.

Step-by-step guide

1. Accessing the Report Builder

To get started, you'll need to navigate to the Report Builder within your Amenitiz account.

  • Go to "Reports" — In your side menu

  • Click on "Report Builder" — Then click "Create a new report"

  • Or duplicate an existing one — Save time with a pre-set layout

2. Choose the type of data you want to report on

When creating a report in the Report Builder, you start by choosing a dataset. This determines the kind of information you’ll be working with. The available datasets are:

  • Bookings — Includes reservation details such as:

    • Booking reference, booking source, booking status

    • Check-in date, check-out date, booking date

    • Total amount, amount due, number of rooms, number of guests

    • Room type booked, extras booked

    • Room revenue, extras revenue, taxes, OTA commission

    • Client requests and comments

  • Clients — Guest-related information like:

    • Full name, ID type, ID number

    • Address, city, postal code, country

    • Phone number, email address

  • Payments — Transactional data such as:

    • Payment date, payment amount

    • Payment method, transaction type

    • Payment status

    • AmenitizPay commission

💡 Tip

Use the search bar at the top of the field list to quickly find the data points you need—especially useful when building complex reports.

3. Building your Report

Once you’ve selected a dataset, here’s how to build your custom report:

  1. Select the columns you want to include. They will work as filters.

  2. Export your report

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Examples of powerful reports

Here are some customer-favourite reports to get the most value from your data:

👉 Example

Daily Payments Breakdown — Track incoming payments and methods. ​Dataset: Payments ​Suggested fields: Payment date, Amount, Payment method, Transaction type ​Optional filters: Payment status = Paid

👉 Example

Client Nationality Report — Discover where your guests are coming from. ​Dataset: Clients ​Suggested fields: Full name, Country, City, Postal code ​Optional filters: Country is not empty

👉 Example

Booking Status Overview — Track your booking lifecycle. ​Dataset: Bookings ​Suggested fields: Booking reference, Booking status, Booking date ​Optional filters: Booking status = Confirmed | Cancelled | Pending

👉 Example

Extras Revenue Report — See how much you're earning from upsells. ​Dataset: Bookings ​Suggested fields: Extras (incl. taxes), Quantity of extras, Client request ​Optional filters: Extras ≠ 0

👉 Example

🇵🇹 INE Submission Report (Portugal) — Extract the necessary data for your national statistics reporting. ​Dataset: Bookings, Clients​Suggested fields:- From Bookings: Arrival date, Departure date, Rooms booked- From Clients: Country​Optional filters: None required


This format aligns with the official INE reporting requirements. Once exported, you can submit the data directly without manual tweaks.

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FAQs

What’s the difference between the Report Builder and other reports?

The Report Builder is fully customisable. Unlike standard reports, you choose the data, structure, filters, and layout.

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